H. L. ORMOND & COMPANY, LLC
Firm details
- Headquarters
- GREENVILLE, North Carolina
- CRD number
- 313593
- Registered since
- April 16, 2021
- Website
- www.hlormond.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.33%
- Individuals13.52%
- Pension & Profit Sharing Plans5.73%
- Corporations / Businesses2.97%
- Charitable Organizations1.45%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
H. L. Ormond & Company, LLC is an independent registered investment advisor organized as an LLC and SEC-registered in 2021. The firm identifies as a capital allocator and serves both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM charges and fixed fees. Core advisory services are financial planning, portfolio management for individuals and small businesses, and the selection of external advisers. The firm is not positioned as an active ESG investor and lists an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities27%
- Cash & Cash Equivalents8%
Contacts
3 of 3HERBERT ORMOND
PresidentCRD 1526791
SHARON DEW
Senior Client Service AssociateCRD 4801372
MICHELLE COREY
Vice PresidentCRD 2674014
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 23Active vs passive
$13.7M in ETFs
95%
$13M
5%
$711K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES IBONDS DEC 2030 TERM TREASURY ETF (IBTK) | BlackRock | Passive | Target Maturity | $1.3M | 65,392 | 9.37% |
Location
GREENVILLE, NC
PITT
Location
GREENVILLE, NC
Headquartered in GREENVILLE, NC, anchoring the Greenville-Kinston-Washington, NC metro in the South.
- Metro area
- Greenville-Kinston-Washington, NC
- Region
- South
- County
- PITT
- Address
- 1001 Conference Dr
- Time zone
- ET (UTC-5)
- Office locations
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